BELLVILLE FINANCIAL ADVISOR

CLAUDE CHANTLER
 Claude Chantler
Firm PSG Wealth Financial Planning (Pty) Ltd)
Suburb Bellville
Address Ground Floor, White Oak Terrace, 2 Edmar Street, Old Oak Office Park, Bellville, Cape Town, 7530
See Map
GPS -18.639496, 33.871342
FSP Licence 728
Languages not specified
Email
Tel 0212022712
Cel 0824103659
Website www.psg.co.za/oldoakclaudechantler
Qualifications

Post Graduate Diploma in Financial Planning

CFP®

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Financial Planning, Estate Planning, Investment Advice, Stockbroking
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

PSG Wealth

EXPERIENCE

12 years Experience Providing Holistic Financial Planning Advice.

ABOUT FIRM

We offer a comprehensive wealth management offering, designed to meet your needs as an individual, family or business. 

You can trade directly in shares and other securities, or invest in unit trusts. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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